Episode #304: Refinance Your Annuity Income


Ever since COVID-19 shook up the world in 2020, there have been massive repercussions to the global economy. While the U.S. economy has not been immune to experiencing market volatility in the past three years, fluctuating interest rates in the 10-year treasury could actually present different opportunities to benefit from – if you know where and when to act on them.

In this episode of Money Script Monday, Kevin reveals how high interest rates can create an opportunity for annuity owners to secure greater returns on their retirement income.

Resources Provided for This Episode

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Advisory Services offered through LifePro Asset Management, LLC. The information presented here is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials.

About Kevin Nuber

Kevin Nuber is the Vice President of Field Support at LifePro. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.